Independent Financial Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Independent Financial Group’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$716K	Buy	13,038 +269	+2%	+$14.6K	0.01%	827
2026 Q1	$654K	Buy	12,769 +1,689	+15%	+$90.4K	0.01%	801
2025 Q4	$578K	Buy	11,080 +335	+3%	+$17K	0.01%	833
2025 Q3	$535K	Sell	10,745 -254	-2%	-$12.4K	0.01%	828
2025 Q2	$533K	Buy	10,999 +1,974	+22%	+$91.3K	0.01%	755
2025 Q1	$397K	Sell	9,025 -842	-9%	-$36.4K	0.01%	804
2024 Q4	$393K	Buy	+9,867	New	+$411K	0.01%	792

Other funds holding SPEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Independent Financial Group's SPEU Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio Europe ETF (SPEU) stake by 2.1% in Q2 2026, buying an estimated $14.6K and bringing the position to 13,038 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #827.

Independent Financial Group first reported a position in SPEU in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold SPEU as of Q2 2026.

Independent Financial Group held 13,038 shares of State Street SPDR Portfolio Europe ETF worth $716K as of Q2 2026.
Independent Financial Group bought 269 State Street SPDR Portfolio Europe ETF shares in Q2 2026, an estimated $14.6K.
State Street SPDR Portfolio Europe ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #827 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.